Asset Services Advisor - Financial Support (Series 7)
$30 - $32.75 per hourhackajob
hackajob is seeking an Assets Customer Service Specialist based in Austin, Texas. The role focuses on delivering high-quality customer support regarding asset-related inquiries via phone, chat, and email. Ideal candidates will possess a FINRA Series 7 license and have at least 2 years of relevant customer service experience in financial services. This hybrid position requires flexibility in schedule and offers competitive hourly pay between $30 and $32.75, along with a stock package. #J-18808-Ljbffr hackajob
- ...Industries Limited is seeking a motivated Assets Customer Service Specialist in Austin, Texas. This role... ...customer inquiries and providing exceptional support across various channels. The ideal candidate should possess a FINRA Series 7 license and have at least 2 years of...SuggestedHourly pay
$30 - $32.75 per hour
...looking for a highly motivated Assets Customer Service Specialist to join our team... ...uphold our commitment to financial empowerment for all. Key... ...Responsibilities Provide high-quality support via phone, chat, and email... ...and Experience FINRA Series 7 license is required. A...SuggestedHourly payWork at officeRemote workVisa sponsorshipRelocation packageFlexible hoursWeekend workDay shiftAfternoon shift$30 - $32.75 per hour
...Overview We are looking for an Assets Customer Service Specialist to join our team... ...Provide high‑quality support via phone, chat, and email,... ...to assets, investments, and financial products. Meet performance... ...Licensing & Experience FINRA Series 7 license is required....SuggestedHourly payWork at officeRelocationVisa sponsorshipFlexible hoursWeekend workAfternoon shift- Wise, a global technology company, is looking for a motivated Assets Customer Service Specialist in Austin, Texas. In this hybrid role, you will... ..., chat, and email. The ideal candidate possesses a FINRA Series 7 license and at least 2 years of customer service experience...Suggested
- .... R209799 Job Profile As a Financial Advisor within PNC Wealth Management... ...training program, administrative support and state of the art... ...efficiently handling sales and service, identifying sales and/or executing... ...(s) Licenses FINRA Series 7 and 66 (or 63,65) required....SuggestedFull timeTemporary workWork experience placementWork at officeShift work
- A leading financial brokerage firm in Austin, Texas, is seeking a Client Services professional to provide exceptional communication and education to accredited investors... ...years of relevant experience and possess FINRA Series 7 & 63/66 certifications. This role offers a...Flexible hours
- MicroVentures is seeking a Client Service Specialist to enhance client experiences and relationships... .... Required qualifications include FINRA Series 7 & 63/66, with 3-5 years of relevant... ...career growth opportunities in a supportive team-based setting. #J-18808-Ljbffr...
$100k
Role: Financial Advisor - Growth & Client Strategy Work Setup: Hybrid / Remote... ...a rapidly expanding financial services platform built for advisors who want scale, support, and ownership. This role blends... ...Financial Advisor Active Series 7 & 66 $250K+ trailing 12-month...Remote workShift work- ...9, MicroVentures was one the financial industry’s first venture capital... ...’. We are looking for high service oriented individuals to help... ...Required essential skills: FINRA Series 7 & 63/66 (may be obtained... ...intelligence (AI) tools to support parts of the hiring process,...Flexible hours
- ...clients with more complex financial profiles. Accountable... ...needs and introduce services of other Fifth Third... ...Industry Experience. Series 7, 66 (or 63 and 65) and... ...Executive (Financial Advisor) Austin, TX Compensation... ...programs are designed to support the individual needs...
$16.12 - $23.21 per hour
Patient Access Customer Service Representative (Bilingual English/Spanish... ...Schedule: Monday to Friday 7:30 AM to 4:00 PM Are you... ...transform the patient experience and financial performance of hospitals,... ...in a fast‑paced environment Support timely access to care by minimizing...Hourly payLocal areaMonday to FridayShift work- ...unparalleled banking services.**Who you are:**As... ...manage their financial lives. Often, our... ...customer’s other advisors, like attorneys and... ...million in investable assets)* Generate a... ...project assignments in support of the private banking... ...Skills:*** Series 7, 63, & Group 1 Insurance...Work experience placement
- ...we have the proper customer service and training procedures in place... ...zones. Investor Engagement & Support Strategy Act as the primary... ...service team. Experience in the Financial Services industry,... ...following Securities licenses. Series 7, Series 63 or 65. Hold or be...Remote workRelocation
$50k
Internal Service Advisor - North Austin Nissan # Internal Service Advisor - North Austin NissanHot... ...completion for all New / Used vehicles. Supporting and achieving the Continental Auto Group... ...9 Paid Time Off Vacation Days/Year (3 - 7 years)* 24 Paid Time Off Vacation Days/...Bi-weekly payFull timeImmediate startMonday to Friday$26 - $30 per hour
Job Title: Wealth Advisor Services Associate Seniority Level: Associate Compensation: $26.00-... ...distributions across custodial platforms. Support alternative investments operations,... ...years of experience in wealth management, financial services, or a related operations role...Hourly payFull timeWork at officeLocal areaMonday to Friday$16.75 - $23.25 per hour
...Canada. Our deep roots in the financial industry have empowered us to... ...easily accessible financial services that meet our customers’ growing... ...work‑life balance, and supportive leadership that ensures every... ...customer information and company assets. This is your opportunity to...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$65k - $75k
...Registered Client Service Associate Boutique wealth management... ...Service Associate to support a successful lead advisor and a loyal base of high-net... ...who enjoys client service, financial operations, and becoming a... ...experience preferred ~ Series 7 required; 65/66 preferred...Work at officeRemote work- ...Not Your Average Client Services Coordinator Role -... ...accelerate your career in financial planning, wealth... ...Registered Investment Advisor (RIA) firm. In five years... ...Office environment , support ultra‑successful clients... ...regulatory reporting (Series 65 preferred or willingness...Full timeWork at officeRemote work
$15 per hour
Automotive Service Advisor / Service Writer - Austin's Automotive Specialists Description Austin... ...Blvd. Austin, TX 78750 Shop Hours: M-F 7:30 AM - 5:30 PM, Sat 8:00 AM - 2:00 PM... ...neighborhood shop with the tools, systems, and support of a growing automotive network . Our...Hourly payWork at officeWork from home- ...statements and advise on asset allocation. Close... ...investment products. Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth... ...MBA or CFA preferred. Series 7, 66 and Insurance... ...in Private Banking or Financial Services industry. Demonstrated...
- ...guided by a common purpose to help make financial lives better through the power of every... ...recognizing and rewarding performance, and supporting our teammates’s physical, emotional, and... ...paths - whether shaped by military service, community college education, or a wide...Work at officeFlexible hoursShift workDay shift
$80k
...LLC is seeking a highly organized Client Service Advisor for their Advisor Development Track in... ...commission. The ideal candidate will support client service operations and manage workflows... ...a long-term development path into financial advisory roles and includes benefits...Base plus commissionFull timeWork at office- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...Equivalency College degree preferred Active Series 7 (GS), and Series 66 (AG/RA) or Series 63...Work at officeLocal area
- Essential Functions The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all... ...and services new and existing bank customer accounts. The FSR supports the Lobby Manager in leading employees to meet and exceed...Daily paidFull timeWork experience placementWork at officeMonday to Friday
$124k - $148k
New York Life - Austin, TX is seeking a Financial Advisor to utilize a CRM for organizing clients’ financial profiles and create customized... ...management skills, and effective networking abilities to identify and support new clients. Compensation ranges from $124,000 to $148,000...- Client Experience Specialist - Financial Services Client Experience Specialist - Financial... ...join a high-touch service team supporting independent financial advisors and their firms. This role... ...required; Bachelor’s degree preferred. Series 7 preferred (or willingness to...Full timeWork at officeLocal areaMonday to FridayRotating shift
- What You’ll Be Doing The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance... ...wide variety of administrative support duties, including but not... ...: None Minimum Preferred: Series 7 and 63 or 66 Systems & Technology...Work at office
- ...Management - Private Client Advisor - Austin, TX (... ...extraordinary customer service while maintaining a strong... ...solutions to meet their financial needs. Job Responsibilities Champion and support your teammates’ success... ...ě. A valid and active Series 7 license. A valid and...
- ...delivering extraordinary customer service while maintaining a... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth... ...families. Your expertise will support a wide range of clients,... ...advice A valid and active Series 7 A valid and active Series...
- ...embedded within the groups they support, encouraging collaboration... ...Certifications (CRCM, CFA, etc.) Series 7 or working towards Series 7... ...in execution of operational, financial, regulatory, related audits... ...or veteran status or service, unemployment status, citizenship...Work at office
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